PPA
VERX icon

Parametric Portfolio Associates’s Vertex VERX Stock Holding History

Parametric Portfolio Associates’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$722K Sell
47,058
-9,920
-17% -$139K ﹤0.01% 2929
2021
Q4 		$904K Buy
56,978
+1,129
+2% +$21.4K ﹤0.01% 2822
2021
Q3 		$1.07M Buy
55,849
+30,218
+118% +$585K ﹤0.01% 2779
2021
Q2 		$562K Buy
+25,631
New +$521K ﹤0.01% 3031

Other funds holding VERX

FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return